Director – Plan Management
As the Director of Plan Management, Scott is responsible for servicing clients’ needs and manages retirement vendor relationships. He provides investment- and fiduciary-related advisory oversight, assists with fee benchmarking and best practices, and consults on retirement plans that encompass all industries and levels of complexity.
Prior to joining Reilly Financial Advisors, Scott was a Relationship Manager for more than 20 years with numerous large banking and retirement plan service providers, where he managed more than $1 billion in client assets. In his work, he exerts his knowledge and passion toward seeking the best outcomes for corporate and non-profit retirement plan clients and their employees.
Scott graduated from Brigham Young University with a bachelor’s degree in business administration and is bilingual in Spanish. He has also earned the FINRA Series 6, 63, and 65 licenses.
In his spare time, Scott enjoys watching his two teenage boys compete with their club volleyball travel teams at tournaments in Southern California, going to the beach, snowboarding, and playing the guitar.
Why I Do What I Do:
I like helping clients understand and navigate the complexities of qualified retirement plans and improving retirement savings outcomes for their employees.